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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,666 | $106,524-92.8% | $152,301-95.0% | $87,485-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 10.78% | 26.89%-16.1pp | 80.50%-69.7pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,553 | $3,371-53.9% | $4,624-66.4% | $2,596-40.2% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,116 | $8,287-62.4% | $14,398-78.4% | $7,775-59.9% |